Strategic Financial Solutions Advisor

Jobtailor; Arizona; On-site; USD 70,000 - 110,000; Full time

Job summary

Jobtailor in Arizona seeks an experienced financial advisor to provide comprehensive advice and customized solutions to clients. You will assess client needs, triage leads, and refer to business partners as appropriate.

Responsibilities include reviewing financial and investment goals with clients and building tailored financial plans, leveraging Series 7 and 66 credentials to recommend suitable products. This is a full-time, on-site role in the United States.

Qualifications

• Series 7 and 66 licenses required.
• Proven experience in financial advising.
• Ability to assess client needs and recommend appropriate financial products.

Responsibilities

• Provide comprehensive advice and customized solutions to clients.
• Triage client leads and refer to business partners based on client needs.
• Review financial and investment goals with clients and build financial plans.

Skills

Financial advising

Client needs assessment

Customized financial planning

Job description

Jobtailor in Arizona seeks an experienced financial advisor to provide comprehensive advice and customized solutions to clients. You will assess client needs, triage leads, and refer to business partners as appropriate.

Responsibilities include reviewing financial and investment goals with clients and building tailored financial plans, leveraging Series 7 and 66 credentials to recommend suitable products. This is a full-time, on-site role in the United States.